Position: Back Office Executive – Insurance

Location: Karvenagar, Pune

Salary: ₹12,000 per month + Performance Incentives

Job Responsibilities

- Handle day-to-day back-office operations for insurance policies.

- Generate and compare insurance quotations.

- Operate insurance company portals and process policies.

- Prepare current policy and renewal documentation.

- Collect, verify and maintain customer documents.

- Update customer and policy details in Excel/CRM.

- Send quotations, payment links/details and policy documents to customers.

- Follow up for pending documents and policy requirements.

- Coordinate with insurance companies for endorsements, corrections and other policy-related work.

- Maintain proper records of customers, quotations, renewals and completed policies.





- Support the sales team in customer follow-ups and policy processing.

Required Skills

- Basic computer knowledge.

- Good knowledge of MS Excel and WhatsApp.

- Good communication skills.

- Attention to detail and accuracy.

- Ability to work with insurance portals.

- Responsible, punctual and willing to learn.

- Freshers and experienced candidates can apply.

Preferred Candidate

A confident and hardworking candidate who can manage customer data, documentation and daily insurance processing efficiently.

? Contact: (phone hidden)

📌 Back Office (Pune)
🏢 M/s SR Insurance Services
📍 Pune